Open Source Ecosystems: Challenges and Opportunities Walt Scacchi Institute for Software Research and Institute for Virtual Environments and Computer Games University of California, Irvine Irvine, CA 92697-3455 USA Http://www.ics.uci.edu/~wscacchi Overview ● Definition of terms (for this presentation) ● Personal history of OSS ecosystem studies ● OSS requirements practices and processes ● OSS role sets and role migration ● ● Component-based open architecture software systems – Intellectual property licenses – Cybersecurity Conclusions What is open source? ● ● ● Open source software (OSS) denotes specifications, representations, socio-technical processes, and multi-party coordination mechanisms in human readable, computer processable formats. Socio-technical control of OSS is elastic, negotiated, and amenable to decentralization. OSS development subsidized by participants. What is a (software) ecosystem? ● ● ● An ecology of systems with diverse species juxtaposed in adaptive prey-predator food chain relationships. Economic network of processes that transform the flow of resources, enacted by actors in different roles, using tools, to produce products, services, or capabilities. Software supply network of component producers, system integrators, and consumers. Personal History of OSS Ecosystem Studies ● 2000-2015 (60+ publications) – ● ● ● Computer games, defense, X-ray astronomy, Internet/Web infrastructure, bioinformatics, higher education, e-commerce, neuroscience, virtual reality. Discovering requirements practices and processes across OSS communities of practice. Participant role sets, role migration, and social movements within/across OSS projects. Open architecture (OA) systems with heterogeneously licensed components. Web software ecosystem Source: C. Jensen and W. Scacchi, Process Modeling Across the Web Information Infrastructure, Software Process--Improvement and Practice, 10(3), 255-272, July-September 2005. 6 7 NetBeans self-organized coordination and control Legend: Boxes are activities (using informalisms); Ellipses are resources required or provided; Actor roles in boldface; flow dependencies as arrows. 8 9 Artifact ecologies and repositories enable collaboration in OSS development Email lists Discussion forums News postings Project digests IM/Internet Relay Chat Scenarios of usage How-to guides Screenshots FAQs; to-do lists: item lists Project Wikis System documentation External publications Copyright licenses Architecture diagrams Intra-app scripting Plug-ins Code from other projects Project Web site Multi-project portals Project source code web Project repositories Software bug reports Issue tracking databases Blogs, videos, photos, etc. Institute for Software Research, UCI 10 A meritocratic role sets, role hierarchy, and role migration paths for OSSD Source: C. Jensen and W. Scacchi, Role Migration and Advancement Processes in OSSD Projects: A Comparative Case Study, in Proc. 29th. Intern. Conf. Software Engineering, Minneapolis, MN, May 2007, 364-374. 11 OA software ecosystems Software supply network for OA system components: Component IP license and cybersecurity requirements propagate from/to Producers, Integrators, and Consumers OA development ecosystems A sample elaboration of producers (vendors), software component applications, and IP licenses for OA system components. Open Architectures, OSS, and OSS license analysis • Goal: identify software architecture principles and IP licenses that mediate OA • OSS elements subject to different IP licenses • Govt/business policies and initiatives now encouraging OA with OSS elements • How to determine the requirements needed to realize OA strategies with OSS? Source: W. Scacchi and T. Alspaugh, Emerging Issues in the Acquisition of Open Source Software within the U.S. Department of Defense, Proc. 5th Annual Acquisition Research Symposium, Vol. 1, 230-244, NPS-AM-08-036, Naval Postgraduate School, Monterey, CA, 2008. 14 Open Architecture Example Legend: Grey boxes are components; ellipses are connectors; white boxes are interfaces; arrows are data or control flow paths; complete figure is architectural design configuration 15 OSS elements subject to different IP/Security licenses • Intellectual Property and Security licenses stipulate rights and obligations regarding use of the software components/systems • How to determine which rights and obligations will apply to a component-based configured system? – At design-time (maximum flexibility) – At integration build-time (may/not be able to redistribute components at hand) – At release deployment run-time (may/not need to install/link-to components from other sources) Source: T. Alspaugh, H. Asuncion, and W. Scacchi, Intellectual Property Rights Requirements for Heterogeneously Licensed Systems, in Proc. 17th. Intern. Conf. Requirements Engineering (RE09), Atlanta, GA, 24-33, September 2009. 16 Design-time view of an OA system 17 Software product line of functionally similar OA system alternatives 18 Product line selection of one alternative system configuration 19 A security capability specification encapsulating the designtime configuration via multiple virtual machine containers 20 Build-time view of OA design selecting OSS product family alternatives 21 Run-time deployment view of OA system family member configuration 22 Product line selection of different functionally similar alternative 23 Run-time deployment view of a similar alternative OA system configuration 24 Build-time view of OA design selecting proprietary product family alternatives 25 Conclusions ● ● ● OSS ecosystems can be: – modeled, analyzed, and understood, via – discovery of actor practices and processes, that – manipulate artifact ecologies, with – different tools and repositories, across – diverse OSS project communities. OSS ecosystems pose new challenges and opportunities in Intellectual Property and Cybersecurity. OSS ecosystems can be shaped and stimulated to act via strategic actions. 26 Acknowledgements Research collaborators (partial list) ● ● Mark Ackerman, UMichigan, Ann Arbor; Kevin Crowston, Syracuse U; Les Gasser, UIllinois, Urbana-Champaign; Chris Jensen, Google; Greg Madey, Notre Dame U; John Noll, LERO; Megan Squire, Elon U; and others. Thomas Alspaugh, Hazel Asuncion, Margaret Elliott, and others at the UCI ISR. Funding support (No endorsement, review, or approval implied). • National Science Foundation: #0083075, #0205679, #0205724, #0350754, #0534771, #0749353, #0808783, and #1256593. • Naval Postgraduate School – Acquisition Research Program (2007-2015+) • N00244-1-15-0010 (2015-2016) – Center for the Edge Research Program (2010-2012). • Computing Community Consortium (2009-2010). 27
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